We give you the pros and cons of every strategy, product, concept or idea we discuss.


You decide what direction you want to go.

The meeting process:

1st Meeting

A conversation to see if we are a fit. If so we schedule a second meeting

2nd Meeting

We begin to design your new strategy. We give you the pros and cons of everything we discuss. You choose what you like and what you don’t. This is a collaborative effort.

3rd Meeting

The third meeting we finalize your plan. After hearing all the pros and cons, your job is to say either “no”, you are going in a different direction or “yes” we should implement your program. In some cases additional meetings are needed are structure the plan the way you want it. It’s up to you.

Call 480-970-5663 to schedule a time.


Resources to learn more:

Downloads: FREE Ebook: The 401k Tax Trap

Audio: The tax deferral problem: Pay less now, Pay more later

Audio: What to look for with indexed life insurance and mistakes to avoid

Image: How a cap and floor works. Growth potential with downside protection.

Video: Life insurance as an investment tool?

Article: What our clients say about working with us

Article: The hidden gamble in 401k and Defined Benefit Plans

Resources to learn more:

Video: The one critical thing to know about annuities

Video:   Planning for Inflation in Retirement

 Contact us at 480-970-5663480-970-5663 with any questions.